How to Customize Your Microsoft Dynamics 365 Sales (CRM) Solution

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We recently talked about the benefits of customizing Microsoft Dynamics 365: from fields to forms and various business processes and workflows, you can adapt almost anything to your specific needs and realitiesBy ensuring your customer relationship management solution works well with your organization’s business processes, you can increase productivity, efficiency and user adoption across your organization.

Standard customizations such as views, forms, dashboards and entities ensure you get the information you need, but it’s also possible to put more advanced customizations in place. Microsoft’s vision over the past couple of years has been to provide several tools within the Microsoft Power Platform to allow customers to elevate their Dynamics 365 solution with advanced features and customizations on top of the basic system.

Here are a few of the tools at your disposal:

  • Microsoft Power Automate: Previously known as Microsoft Flow, Power Automate lets you create workflows, i.e. specific actions based on trigger events of your choice. These can be anything from simple notifications to multi-step workflows connecting several applications. Both robust and intuitive, Power Automate connects your various tools and applications to automate various processes.
  • Microsoft Power Apps: The Power Platform lets you build no-code or low-code apps to streamline processes and better meet your objectives. Configured from a simple interface, Canvas apps can be built for web, mobile and tablet applications, connected to your choice of 200 data sources. Model-driven apps use the Common Data Service (the platform on which Dynamics 365 applications are built) as their data source and are suited to more complex operations.
  • Microsoft Power BI: Power BI is a cloud-based business intelligence solution that fully integrates to Microsoft Dynamics products to increase your reporting possibilities and data analysis capabilities. Personalized dashboards and reports tailor the data according to users’ roles and needs for better visibility and insights, and this information can even be shared easily outside the Dynamics 365 user base.

All these tools extend the possibilities and capabilities for reporting and integration of your Dynamics 365 Sales solution. The trick is not to think of your CRM solution as only a tool for your sales team: its flexibility and customization options make it a powerful platform that can increase productivity and efficiency across your organization. Speak with your provider to know how to best leverage the customization tools at your disposal.

By JOVACO Solutions, Microsoft Dynamics 365 implementation specialist in Quebec

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